Jim Cullen founded the Firm in 1983 and has served as the CEO and Portfolio Manager since its formation in 1983. His experience in the investment business spans over 50 years.
Prior to founding the Firm, Mr. Cullen was a Vice President at Donaldson, Lufkin & Jenrette. Previously to Donaldson, Mr. Cullen co-managed the New York Research, which specialized in low P/E research. He began his career at Merrill Lynch in 1965 and later worked for the research firm Spencer Trask & Company. Mr. Cullen spent four years as a Navy Officer on the aircraft carrier USS Essex after receiving a B.S. in finance from Seton Hall University.

Jeff Battaglia

Executive Director, Chief Operating Officer

Jeff Battaglia joined the Firm in 2007 and currently serves as the Firm’s Chief Operating Officer. Previously, he worked at KPMG from 2001-2007 most recently as a Manager in the firm's Transaction Services practice. Mr. Battaglia earned both his Masters of Accounting (2001) and his B.B.A. (2000) from the University of Georgia.

Jennifer Chang, CFA

Executive Director, Portfolio Manager

Jennifer Chang joined the Firm in 2006 and currently serves as the Firm’s Co-Portfolio Manager on the High Dividend, Value Equity and Enhanced Equity Income strategies. Previously, she was an Investment Analyst at PNC Advisors and an associate consultant at Bain & Company. Ms. Chang received her MBA from the Wharton School of Business in 2004 and her B.S. from Rice University in 1999. Mrs. Chang became a Chartered Financial Analyst in 2007.

Brooks Cullen

Vice Chairman & President

Brooks Cullen joined the Firm in 1994 and currently oversees business development and client service. He joined the Firm as an Analyst and assumed a co-portfolio manager role on the Firm’s Value Equity and Small Cap Value Equity strategies. Previously, he was employed at Merrill Lynch. Mr. Cullen received his MBA from Fordham University in 1996 and his B.A. in Economics from Boston University in 1990.

Edmund Lomasney joined the Firm in 2008 and currently serves as an Executive Director for Client Service. He and his team are responsible for the distribution and service of private accounts and mutual funds to institutions, consultants and high net worth individuals. Previously, he was a Managing Director with John Hancock’s Private Client Group and a Vice President at Nuveen Investments. Mr. Lomasney has eighteen years of experience in financial services and he received his bachelor’s degree in economics from the University of Iowa in 1996.

Stephen O’Neil

Executive Director

Stephen O'Neil joined the Firm in 2002 as an investment analyst and is also involved with institutional client relations across the firm. Previously, he held various positions at Bankers Trust, Deutsche Bank and Wells Fargo. Mr. O’Neil has been in the investment business for over 23 years and received his B.A. from Middlebury College in 1977.

Rahul Sharma

Executive Director/ Portfolio Manager

Rahul Sharma joined the Firm in 1999 as a research analyst and moved into portfolio management for the International, Emerging, and Global Equity strategies in 2001. Previously, Mr. Sharma worked in small business management and has been in the investment business for over 15 years. He received his B.A. in Mathematics from the College of William and Mary in 1994.

Jim Cullen founded the Firm in 1983 and has served as the CEO and Portfolio Manager since its formation in 1983. His experience in the investment business spans over 50 years.
Prior to founding the Firm, Mr. Cullen was a Vice President at Donaldson, Lufkin & Jenrette. Previously to Donaldson, Mr. Cullen co-managed the New York Research, which specialized in low P/E research. He began his career at Merrill Lynch in 1965 and later worked for the research firm Spencer Trask & Company. Mr. Cullen spent four years as a Navy Officer on the aircraft carrier USS Essex after receiving a B.S. in finance from Seton Hall University.

Rahul Sharma

Executive Director/ Portfolio Manager

Rahul Sharma joined the Firm in 1999 as a research analyst and moved into portfolio management for the International, Emerging, and Global Equity strategies in 2001. Previously, Mr. Sharma worked in small business management and has been in the investment business for over 15 years. He received his B.A. in Mathematics from the College of William and Mary in 1994.

Jennifer Chang, CFA

Executive Director, Portfolio Manager

Jennifer Chang joined the Firm in 2006 and currently serves as the Firm’s Co-Portfolio Manager on the High Dividend, Value Equity and Enhanced Equity Income strategies. Previously, she was an Investment Analyst at PNC Advisors and an associate consultant at Bain & Company. Ms. Chang received her MBA from the Wharton School of Business in 2004 and her B.S. from Rice University in 1999. Mrs. Chang became a Chartered Financial Analyst in 2007.

Brooks Cullen

Vice Chairman & President

Brooks Cullen joined the Firm in 1994 and currently oversees business development and client service. He joined the Firm as an Analyst and assumed a co-portfolio manager role on the Firm’s Value Equity and Small Cap Value Equity strategies. Previously, he was employed at Merrill Lynch. Mr. Cullen received his MBA from Fordham University in 1996 and his B.A. in Economics from Boston University in 1990.

Timothy Cordle

Portfolio Mgr. / Analyst / Man. Director

Timothy Cordle joined the Firm in 2012 and currently serves as a Portfolio Manager and Options Specialist in the Enhanced Equity Income strategy. Previously, he was a Vice President and financial advisor at Scott & Stringfellow since 1993. Mr. Cordle has been in the investment business for over 20 years.

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Mike Kelly, CFA

Portfolio Mgr. / Analyst / Director of Research

Mike Kelly joined the Firm in 2007 and currently serves as Co- Portfolio Manager on the Schafer Cullen Enhanced Equity Income strategy, the Cullen Altaira Ethical Global High Dividend Fund as well as Director of Research for all strategies at Schafer Cullen Capital Management. Previously, he was an Investment Analyst at Neuberger Berman from 2004-2007. Mr. Kelly received his B.A. in Political Science and Economics from Emory University in 2004. He became a Chartered Financial Analyst in 2008.

Pravir Singh, CFA

Analyst / Managing Director / Director of Research

Pravir Singh joined the Firm in 2005 and currently serves as Director of International Research. Mr. Singh received a double major in Economics and Political Science with honors from DePauw University in 2005 and is a member of Phi Beta Kappa. He became a Chartered Financial Analyst in 2009.

Matt Dodds

Analyst / Vice President

Matt Dodds joined the Firm in 1996 and currently serves on the investment team specializing in risk management. Previously to joining the Firm, he worked at Dillon Read & Co. from 1989 to 1996. He has been in the investment business for 51 years.

Brian Drubetsky joined the Firm in 2013 and currently serves as the Firm's Co-Portfolio Manager on the Small Cap Value Equity strategy and is a member of the Investment Team. Previously, he was a Research Analyst at Manatuck Hill Partners and a Research Consultant at Spencer Capital, both long-short equity hedge funds. He also held Associate positions at Neuberger Berman and KPMG. Mr. Drubetsky received his M.B.A. from Columbia Business School in 2009 where he participated in the Value Investing Program and graduated magna cum laude from George Washington University in 2002 with a B.B.A.

Michael Gallant, CFA

Analyst / Director of Research

Michael Gallant joined the Firm in 2015 and currently serves as a research analyst. Previously, he was a Vice President and Research Analyst at Horizon Kinetics LLC, from 2005-2015. Mr. Gallant received his B.A. from Colby College in 1998. He became Chartered Financial Analyst in 2011.

Stephen O’Neil

Executive Director

Stephen O'Neil joined the Firm in 2002 as an investment analyst and is also involved with institutional client relations across the firm. Previously, he held various positions at Bankers Trust, Deutsche Bank and Wells Fargo. Mr. O’Neil has been in the investment business for over 23 years and received his B.A. from Middlebury College in 1977.

Karen Ramlogan

Investment Operations / Managing Director

2004 - PresentSchafer Cullen Capital Management2000-2004Deutsche Bank

Karen Ramlogan joined the Firm in 2004 and currently serves as an Investment Operations Specialist. Previously, she was employed at Deutsche Bank between 2000-2004. Ms. Ramlogan received her B.A. in Finance from Baruch’s Zicklin School Of Business.

Anuca Laudat, CFA

Analyst / Sr. Vice President

Anuca Laudat joined the Firm in 2012 and currently serves as a research analyst on both international and domestic investment strategies. Ms. Laudat graduated magna cum laude from Columbia University in 2012 with a B.A. in Mathematics. She became a Chartered Financial Analyst in 2015.

Gayle Hameister Baldwin joined the Firm in 2016 as a research analyst. Previously, she was an Analyst specializing in emerging markets for AllianceBernstein’s Value Equities strategies. Prior to attending business school, Ms. Baldwin worked in M&A advisory and private equity investing at Greenhill & Co.

Ms. Baldwin received her M.B.A. from Harvard Business School in 2011. She attended the University of Pennsylvania’s Huntsman Program, graduating in 2006 with a B.S. in Economics from the Wharton School with Finance and Accounting concentrations and a B.A. in International Studies and German Studies, summa cum laude.

Erik Schafer

Analyst / Asst. Vice President

Erik Schafer joined the Firm in 2007 and currently serves as an analyst primarily supporting the International High Dividend and Emerging Markets strategies. He received his B.A. from the University of Colorado in 2003.

Kriti Jain, CFA

Analyst / Vice President

Kriti Jain joined the Firm in 2014 and currently serves as a research analyst. Previously, Kriti interned with the firm for two years while simultaneously pursuing her Bachelor’s degree in Finance and Accounting at the Leonard N. Stern School of Business, NYU. Ms. Jain was on the Dean’s List throughout her time at Stern and graduated magna cum laude in May 2014.

Jason Steinberg

Analyst

Jason Steinberg is a Research Analyst at Schafer Cullen Capital Management. Mr. Steinberg joined the firm in 2017 and supports the investment team on its domestic investment strategies. Mr. Steinberg graduated with a B.S. in Applied Economics & Management in 2017 from Cornell’s SC Johnson College of Business.

Asst. Vice President

The Cullen Funds invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The Cullen Funds invest in medium-capitalization and small-capitalization companies, which involve additional risks such as limited liquidity and greater volatility.

The Cullen US Mutual Funds are offered only to United States residents, and information on this site is intended only for such persons.

The Cullen UCITS Funds are offered only to non-United States residents, and information on this site or any site redirected to is intended for only such persons.

Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Cullen Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Download a prospectus which contains this and other information. Read the prospectus carefully before investing or sending money.

Schafer Cullen Capital Management and Cullen Capital Management are affiliates and both registered as independent investment advisers under the Investment Advisers Act of 1940.